Motilal Oswal Multi Factor Passive Fund of Funds
Optimize your wealth creation with a rule-based multi-factor strategy. This NFO offers a diversified passive approach by investing in various factor-based ETFs and Index Funds for balanced equity exposure.
| Feature | Details |
|---|---|
| Category | Passive Option – Equity oriented FOF (Domestic) |
| NFO Dates | Feb 20, 2026 – Mar 06, 2026 |
| Benchmark | Nifty 500 Total Return Index |
| Scheme Type | Open-ended Fund of Funds |
| Min. Investment | Rs. 500 (Multiples of Re. 1) |
Investment Objective
The investment objective of the scheme is to generate returns by offering multi factor investment solution that predominantly invests in units of passively managed factor-based ETFs and/or Index Funds. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Comparative Analysis: Nifty 500 TRI vs Nifty 50
| Metric | Nifty 500 TRI | Nifty 50 |
|---|---|---|
| Diversification | Top 500 Companies (Broad) | Top 50 Companies (Large Cap) |
| Market Coverage | ~95% of listed market cap | ~66% of listed market cap |
| Risk Profile | Moderate to High | Standard Equity Risk |
Portfolio & Benchmark Insights
The fund aligns with the Nifty 500 TRI, ensuring exposure across various sectors and market capitalizations.
Top 10 Holdings: Nifty 500 TRI (As of Dec 31, 2025)
| Security Name | Weight (%) |
|---|---|
| HDFC Bank Ltd. | 7.8% |
| Reliance Industries Ltd. | 7.2% |
| ICICI Bank Ltd. | 5.9% |
| Infosys Ltd. | 4.1% |
| Larsen & Toubro Ltd. | 3.4% |
| ITC Ltd. | 3.1% |
| TCS Ltd. | 2.9% |
| Axis Bank Ltd. | 2.5% |
| State Bank of India | 2.3% |
| Bharti Airtel Ltd. | 2.1% |
Source: NSE Indices and Internal Research. Data as of December 31, 2025.
Benchmark Historical Performance (CAGR)
Historical returns of the Nifty 500 Total Return Index vs Nifty 50 as of December 31, 2025.
| Period | Nifty 500 TRI | Nifty 50 |
|---|---|---|
| 1-Year | 24.5% | 21.3% |
| 3-Year | 18.2% | 15.4% |
| 5-Year | 16.8% | 14.1% |
| 10-Year | 14.9% | 13.2% |
SIP Wealth & Cost of Delay Calculator
Suitability
Who Should Invest
- Investors seeking multi-factor equity exposure.
- Long-term wealth creators (5+ years).
- Those preferring passive, low-cost structures.
Who Should Avoid
- Short-term traders (less than 3 years).
- Highly risk-averse investors.
- Investors looking for fixed guaranteed returns.
Frequently Asked Questions
What is the investment objective of Motilal Oswal Multi Factor Passive Fund of Funds?
The scheme aims to provide long-term capital appreciation by investing in factor-based ETFs and Index funds that track specific investment factors like quality, value, or momentum.
What is the NFO period for Motilal Oswal Multi Factor Passive Fund of Funds?
The New Fund Offer opens for subscription on February 20, 2026, and closes on March 06, 2026.
What is the minimum investment for Motilal Oswal Multi Factor Passive Fund of Funds?
An investor can start with a minimum of Rs. 500, with further investments in multiples of Re. 1 thereafter.
Which benchmark does Motilal Oswal Multi Factor Passive Fund of Funds track?
The fund’s performance is benchmarked against the Nifty 500 Total Return Index.
Is there an exit load for Motilal Oswal Multi Factor Passive Fund of Funds?
Exit loads are subject to the specific underlying schemes and fund house policies. Please review the KIM (Key Information Memorandum) for the latest fee structure.
Sushil Bajaj 
+91 931-5120-004
